| Blume Capital Management, Inc. | 1 | $143 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 2 | $284 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $285 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 4 | $569 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $569 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $569 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $569 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $711 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $712 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 7 | $996 | 0.00% | −42−85.7% | Reduced |
| NVWM, LLC | 7 | $996 | 0.00% | +3+75.0% | Added |
| Principia Wealth Advisory, LLC | 8 | $1.08K | 0.00% | +3+60.0% | Added |
| ROSS\JOHNSON & Associates LLC | 9 | $1.28K | 0.02% | +9 | New |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.42K | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 11 | $1.56K | 0.00% | +7+175.0% | Added |
| Northwest Capital Management Inc | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.71K | 0.00% | +8+200.0% | Added |
| Trifecta Capital Advisors, LLC | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 16 | $2.26K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $2.42K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 17 | $2.42K | 0.00% | +17 | New |
| Princeton Global Asset Management LLC | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 22 | $3.13K | 0.00% | +1+4.8% | Added |
| SOA Wealth Advisors, LLC. | 23 | $3.25K | 0.00% | −81−77.9% | Reduced |
| Stephens Consulting, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 25 | $3.56K | 0.00% | +25 | New |
| Western Pacific Wealth Management, LP | 26 | $3.70K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 26 | $3.70K | 0.00% | +10+62.5% | Added |
| WealthCollab, LLC | 27 | $3.84K | 0.00% | +14+107.7% | Added |
| Rakuten Securities, Inc. | 28 | $3.98K | 0.00% | −79−73.8% | Reduced |
| Valley National Advisers Inc | 28 | $4.00K | 0.00% | +2+7.7% | Added |
| Raffa Wealth Management, LLC | 29 | $4.12K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 29 | $4.15K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 30 | $4.27K | 0.00% | −56−65.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 30 | $4.27K | 0.00% | +30 | New |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.27K | 0.00% | +30 | New |
| TD Capital Management LLC | 33 | $4.69K | 0.00% | +18+120.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 33 | $4.69K | 0.00% | +6+22.2% | Added |
| Robinswood Financial LLC | 33 | $4.74K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 34 | $4.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $5.13K | 0.00% | −9−20.0% | Reduced |
| Carolinas Wealth Consulting LLC | 37 | $5.26K | 0.00% | +10+37.0% | Added |
| Contravisory Investment Management, Inc. | 39 | $5.55K | 0.00% | −11−22.0% | Reduced |
| Wealth Preservation Advisors, LLC | 39 | $5.55K | 0.00% | +39 | New |
| Davis Capital Management | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 43 | $6.12K | 0.00% | −500−92.1% | Reduced |
| BankPlus Trust Department | 43 | $6.12K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 50 | $7.11K | 0.00% | −840−94.4% | Reduced |
| Salomon & Ludwin, LLC | 50 | $7.11K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 52 | $7.37K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 52 | $7.39K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 53 | $7.51K | 0.00% | +33+165.0% | Added |
| Flaharty Asset Management, LLC | 55 | $7.82K | 0.00% | +55 | New |
| Aspect Partners, LLC | 59 | $8.39K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 61 | $8.43K | 0.01% | +61 | New |
| Lowe Wealth Advisors, LLC | 60 | $8.53K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 60 | $8.53K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 65 | $9.24K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 10,000 | $9.38K | 0.00% | +10,000 | New |
| Activest Wealth Management | 72 | $10.2K | 0.00% | +71+7,100.0% | Added |
| New England Capital Financial Advisors LLC | 75 | $10.6K | 0.01% | +1+1.4% | Added |
| Wolff Wiese Magana LLC | 75 | $10.7K | 0.01% | −8,190−99.1% | Reduced |
| Financial Freedom, LLC | 75 | $10.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 80 | $11.4K | 0.00% | −366−82.1% | Reduced |
| FSA Wealth Management LLC | 80 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $11.4K | 0.00% | +80 | New |
| Wiser Advisor Group LLC | 83 | $11.8K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 83 | $11.8K | 0.00% | +83 | New |
| Dunhill Financial, LLC | 83 | $11.9K | 0.01% | −5−5.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 84 | $11.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 93 | $13.0K | 0.00% | +93 | New |
| Financial Network Wealth Management LLC | 97 | $13.0K | 0.00% | +97 | New |
| Valued Wealth Advisors LLC | 93 | $13.3K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $14.2K | 0.01% | −120−54.5% | Reduced |
| Westside Investment Management, Inc. | 100 | $14.2K | 0.00% | −36−26.5% | Reduced |
| City Holding Co | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 102 | $14.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $14.9K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 105 | $14.9K | 0.01% | +105 | New |
| CKW Financial Group | 106 | $15.0K | 0.00% | +1+1.0% | Added |
| Marquette Asset Management, LLC | 107 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 108 | $15.4K | 0.01% | +108 | New |
| Atala Financial Inc | 110 | $15.6K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 110 | $15.6K | 0.01% | +10+10.0% | Added |
| Center for Financial Planning, Inc. | 113 | $16.1K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 115 | $16.4K | 0.01% | +115 | New |
| Sachetta, LLC | 115 | $16.4K | 0.01% | +27+30.7% | Added |
| Binnacle Investments Inc | 119 | $16.9K | 0.01% | +119 | New |
| Avion Wealth | 135 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 120 | $17.1K | 0.01% | +120 | New |
| Abound Financial, LLC | 120 | $17.1K | 0.01% | +120 | New |
| Cherry Tree Wealth Management, LLC | 124 | $17.6K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 126 | $17.9K | 0.01% | 00.0% | Unchanged |